-62.3%
NIO vs VEU
+77.0%
-139.3%
-70.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.4% | +0.1% | +0.4% |
| 7D | -6.7% | +1.7% | -8.3% | -9.1% |
| 30D | -20.0% | +1.0% | -21.0% | -21.3% |
| 3M | -30.5% | +5.6% | -36.1% | -37.0% |
| 6M | -20.7% | +13.7% | -34.4% | -37.2% |
| YTD | -25.7% | +17.7% | -43.4% | -45.4% |
| 1Y | -38.6% | +25.8% | -64.3% | -60.1% |
| 3Y | -62.3% | +77.1% | -139.4% | -88.6% |
| All | -62.3% | +77.0% | -139.3% | -88.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded VEU wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling